Find Top Financial Advisors in Harrisburg

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Harrisburg

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Information on Qualified Financial Advisors in Harrisburg

Anchoring the Charney Investment Group is Investment Officer, Doug Charney. Mr. Charney attended Pennsylvania State University in Harrisburg on an Army ROTC scholarship, earned a bachelors degree in business administration and received the George C. Marshall Award ­ an award that is only given to the top ROTC graduate from a college  as a distinguished military graduate. After serving in the U.S. Army and retiring with the rank of captain, he began his securities career, completing advanced studies in retirement planning and asset allocation along the way. A Certified Fund Specialist, Mr. Charney serves as a member of the Investment Management Consultants Association and the American Society of Pension Professionals and Actuaries. He has written articles for more than 50 newspapers and magazines, including SmartMoney, the Harrisburg Patriot-News, Central Pennsylvania Business Journal, Minorities and Women in Business, Bull & Bear Financial Digest, Physicians Money Digest and CPA Wealth Provider. In addition, he has been quoted in The New York Times, Newsday and the Dow Jones Magazine.

About Charney Investment Group

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it?s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

Ben Agostino was raised in Camp Hill and attended Camp Hill Schools. His parents, Domenick and Antonetta owned and operated Domenick Agostino Custom Tailoring, a successful tailor shop located at 2012 Market St. in Camp Hill. The tailor shop was home to Ben, where much of his time was spent. Ben was avidly involved in Camp Hill sports, playing soccer, baseball, basketball, and swim team. He also played the saxophone and participated in the Camp Hill concert, marching, and jazz band programs. After graduating from Camp Hill High School, Ben went on to graduate from the University of Pittsburgh. A few years after graduation, Ben met his wife Jaime, of Boiling Springs. They met while working together at a local financial services company. A couple of years later, Ben and Jaime married and had two children. Although Camp Hill was home to Ben, his professional career as a Financial Advisor began to flourish, which led he and his family to relocate to the Hershey area. Although his investment advisory business grew to several hundred clients, he always hoped to one day return home to Camp Hill. Life sometimes works in interesting ways and the stars aligned for Ben and his family! The tailor shop space became available and Ben saw this as his opportunity to transition his business and family life back to Camp Hill. With much planning and hard work, Ben moved his business to Camp Hill and opened Agostino Financial Management, Inc.

About Agostino Financial Management, Inc.

Welcome to Agostino Financial Management, Inc. A Financial Planning, Wealth Management, Insurance and Behavioral Finance Firm We are committed to helping you build and maintain the retirement you envision. Research shows that traditional financial services are important but only part of the story. Approximately 80% of your portfolio returns are attributed to your savings and investment behaviors and decisions. By nature, we as human beings are often heavily influenced by our emotions and biases, which often lead us to less than effective decision making. To provide our clients with the best and most complete financial services experience, we combine traditional with behavioral financial services. In addition to 20 years of experience in traditional financial planning and portfolio management, we are also one of the few advisors certified in behavioral finance, providing our clients the missing and possibly the most important piece to their overall success. We have effectively combined the two so our clients can benefit from a comprehensive approach to a well planned future. Make better financial decisions today and be well prepared for tomorrow with Agostino Financial.

Joined Financial Engines in 2018. Began his career in the financial services industry in 1994. Successfully completed the Series 7, 24, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Sociology & Business from SUNY Albany. Married to Jennifer. They have three children: Michael, Erin and AJ. Greg has 3 cats and enjoys camping with his family, photography and music.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

About Facet Wealth

Facet is the one financial advice company that provides premium, comprehensive, financial life management dedicated to achieving your financial life goals, at an affordable price because we have completely redesigned the entire financial planning experience.

Joined Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA. Zach enjoys golfing, working out, and Philadelphia sports.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Joined Financial Engines in 2007. Began his career in the financial services industry in 1982. Successfully completed the Series 4, 7, 24, 53, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Master's degree in Finance and Marketing from University of Connecticut and Bachelor's degree in English from University of Rochester. Married to Michele. They have two children: Matthew and Hannah. Harry enjoys music, reading, movies, sailing, and spending time with family.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

* Financial Advisors in our network may be dually registered advisors; in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers. ** We pre-screen advisors for experience, advisor compensation (fee-based or fee-only), licensing and disclosures with SEC/FINRA. By using this site you agree to our terms of service.